2023-01-12 CDLNZ-PT Meeting Note
Attendees
@Sherry Lochhaas
@Angelica Felix
@Maria Figueroa
@Gem Stone-Logan , facilitator
@Lisa Mackinder
Not attending:
@Lisa Spagnolo
@Tamara Pilko
@Erika Quintana
@Caitlin Nelson , project champion
Item | Desired Outcome | Time | Who | Notes | Decisions | Actions |
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| 1 | Facilitator intro |
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| Gem |
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| 2 | Updates |
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| 3 | Test pulling information from Analytics |
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| Question: What privacy/usability concerns do we need to think about regarding these reports? Answer: We should be able to limit to specific campuses. What about campuses that aren’t contributing but have access. Question: What does “partially invoiced” means and how it happens. Future Analytics test: Created new POL-120 but did not invoice so we can see in Analytics. Also made this off the collection inventory, not the bib. Can we retrieve the MMS ID for the bib?
Other reports to look at: Quarterly 1 prepayment?? Report to figure out how to calculate quarter 1 payment/recharge
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| 4 | Next Steps |
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| 5 | Parking Lot / Overflow |
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| Notes/Topics for Ex Libris Consulting Best Practice: How long to wait for collection to show in CZ vs creating local record? Inventory subteam will look and probably send to Eres for further discussion. Vanderbilt integrated with Oracle and did a presentation on it. For reference: Out of Office/Vacation Schedule |
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